Which data can I use again when creating a project ? - Web Version

When creating a new project, you can use some data from another project.

  • The categories
  • The rooms
  • The statuses
  • The participants
  • The folder structure

What cannot be copied :

  • The access rights and the link with the participants
  • The documents
  • The points
  • The lists

To import some data from an already existing project:

  1. Create a new project by clicking on the + bottom right corner   

and fill in the general information of the project before clicking on Save   

    2. Browse through the other tabs

A. Categories

Click on Import 

A menu will then pop up, in which you can choose to import data from Excel or from another project.

When you are importing from another project, you should first choose from which project you want to import and then which categories, subcategories, subjects and descriptions you want to import. For this you will need to check the corresponding boxes.

Click on Import and then on Save to add the categories and subcategories to the "new" project.

B.Rooms

Click on Import

A window will then pop up in which you can choose to import from Excel or from another project.

When you choose to import from another project, you should check the project and rooms you want.

Click on Import en then on Save to Add rooms to your project

C. Statuses

Click on Import

Choose the project that contains the statuses you want to use in the new project and click on Import.

You cannot select any status by choice. All the statuses will be imported from the selected project.

Click on Import and then on Save to add the statuses to your project.

D. Participants

To import participants from a project, you should enter the project and go to the Participants section 

Afterwards you should should click on the + to import participants.

Select which participants you want to import and click on Import.

E. Folder structure

To import the folder structure from another project, you should enter the project and go to the Documents section

Click on the icon above the folders list

and select Import structure

Then, select the project from which you want to import the folder structure and click on Import

Note: all folders and subfolders of the source project will be imported

Got a problem? Contact our support here or ask your questions online directly on the app.


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